Its MVNO season in Thailand

Written by
Allan T. Rasmussen
Published on
March 1, 2016
Its MVNO season in Thailand

Two MVNOs and one MVNO club launched in Thailand

Within a week, Thailand has witnessed the establishment of one MVNO club, and two full commercial MVNO launches with the local MVNOs Penguin and MyWorld3G.


Today saw the launch of the “Penguin SIM” service from the new Thai MVNO “Whitespace”. The Enhanced Service Provider MVNO consist of former DTAC employees who (ironically), chose the state telecom operator CAT TELECOM over their former employer as their MVNO Host Operator.

Whitespace, is one of the few MVNOs in Thailand with realistic goals, having set a target of achieving 300,000 subscribers in year one. Among the segments the MVNO is targeting is first time smart phone users who want to use mobile Internet.

MVNO MyWorld3G aka Data CDMA Communication


Just two days earlier, the MVNO Data CDMA Communication, said it was ready to go from soft launch to full commercial launch with its service “MyWorld3G”.

Data CDMA Communication, said it would invest THB 200 million (U$5.6 million) this year to achieve its ambitious target, of at least a million subscribers this year. The company said it currently has around 4,000 subscribers and expect to reach breakeven with 100,000 subscribers.

Like Whitespace, Data CDMA Communication is also riding on the 850 MHz network of CAT Telecom.

Nipon Chucherd, President of Data CDMA Communication told “The Nation” newspaper, that Myworld3G would tap niche markets, including Thais travelling overseas and the operators of truck fleets using the Global Positioning System (GPS).

Data CDMA Communication also offers an IPTV services. The service enables users to watch TV channels, including Myanmar and Cambodian TV programs, on their mobile devices for THB 20 per month.

MVNO club in Thailand


Last week saw the launch of a MVNO Club in Thailand, consisting of four MVNOs: 168, Data CDMA Communication, i-mobile Plus and WhiteSpace Co. All four MVNOs use, or are about to use CAT Telecom's 3G service on the 850 MHz spectrum.

The club is a step in the right direction to better the opportunity for MVNO in Thailand. If done right, it can provide the MVNOs with more trustworthiness and power when negotiating with the operators.

First topic in the club should be how to deal with the capacity limit from its host operator. CAT Telecom can only provide capacity to max. 4 million subscribers to its MVNOs (combined). The rest of the network is occupied by CAT’s own retail service “MY” and the mobile operator “TrueMove H” who manages the network on CAT’s behalf.

Including the MVNOs mentioned, there are currently 32 companies in Thailand with a MVNO license.

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In a formal letter submitted to the NBTC, the Consumer Council emphasized the necessity for a comprehensive stakeholder consultation before proceeding with the auction, which encompasses the 850 MHz, 1500 MHz, 1800 MHz, 2100 MHz, 2300 MHz, and 26 GHz frequency bands.

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Thailand’s Consumer Council (TCC) has issued a strong appeal to the National Broadcasting and Telecommunications Commission (NBTC), urging the postponement of the upcoming mobile spectrum auction.

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66.17M 99.41M 150% 72%
Population Mobile Connections Mobile Penetration Prepaid Market Share
As of 2021 EoY 2021 EoY 2021 EoY 2021
66.17M 99.41M 150% 72%
Population Mobile Connections Mobile Penetration Prepaid Market Share
As of 2021 EoY 2021 EoY 2021 EoY 2021

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66.17M 99.41M
Population Mobile Connections
As of 2021 EoY 2021

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19.67M
5G Package Subscriptions

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Market Year Acquirer Target Subs Deal Per/Sub
Denmark 2003 TDC Telmore 460K €53.7M €117
Germany 2003 Carphone Warehouse Hutchison 540K €52M €96
Norway 2004 TeliaSonera Chess/Sense 405K €185M €457
Sweden 2004 TeliaSonera Sense 1.8M €189M €104
Denmark 2004 Sonofon CBB 437K €17.5M €40
UK 2006 NTL Virgin UK 3.3M €1.06bn €318
Germany 2007 Vodafone AG Allmobility 404K €25M €62
Switzerland 2008 Sunrise Tele2 525K €33M €63
France 2009 Virgin Tele2 400K €56M €140

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MVNO/Service price VOICE (THB/minute)* DATA (THB/MB) SMS (THB/SMS) MMS (THB/MMS)
Penguin SIM (Prepaid) 0.9 0.45 2 No service
I-Kool 3G (Prepaid) 0.8 0.24 1.75 No service
Feels (Prepaid) 0.77 0.21 1.8 No service
Redone (Postpaid*) 0.62 0.05 No SMS promotion in main package No service
MVNOs blended 0.77 0.24 1.85 No service
MNOs (AIS, TRUE, NT) blended** 0.6 0.16 0.89 2.33

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MNO MVNO
APPROACH
Mass Marketing Analytics Marketing
TARGET SEGMENT
Any customer
is a good customer
Each customer cluster has
a different addressable value
APPEAL
Standard
“One-size-fits-all”
Cater to needs that are specific to
each customer, or each segment
VALUE PROPOSITION
Broad value proposition
“Build it and they will come”
Value proposition tailored
to each target customer’s needs
COMMUNICATION STYLE
Broadcasting
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and respond to their ideas

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